+85.8%
ATI vs WAT
+20.2%
+65.6%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.4% | -3.3% | -3.6% |
| 7D | +4.2% | +0.6% | +3.6% | +4.0% |
| 30D | -2.5% | +5.4% | -7.9% | -3.6% |
| 3M | -19.4% | +11.3% | -30.7% | -21.4% |
| 6M | +11.1% | +37.4% | -26.3% | +2.5% |
| YTD | +59.5% | +21.2% | +38.4% | +45.6% |
| 1Y | +85.8% | +21.3% | +64.4% | +69.3% |
| All | +85.8% | +20.2% | +65.6% | +69.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WAT.
Daily Out/Under-Performance
Portfolio return minus WAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded WAT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling